SGMAX Mutual Fund

SGMAX Mutual Fund (SEI Institutional Investments Trust - Global Managed Volatility Fund Class A) is managed by SEI Funds. SGMAX expense ratio is 0.72%, holding 810 positions across sectors including Information Technology, Health Care, Consumer Staples. Inception date: 2016-02-01.

SGMAX performance shows a YTD return of 12.09%. The 1-year return is 20.62% and the 5-year return is 10.97%. SGMAX dividend yield stands at 12.94%, paid annually.

SGMAX top holdings include Cisco Systems Inc. - Ordinary Shares (1.3%), Verizon Communic (1.1%), Hsbc Holding Plc - Adr (1.0%), Pfizer Inc (1.0%), AT&T Inc. (1.0%). Go to all SGMAX holdings, SGMAX sectors, or SGMAX dividends.

SGMAX can be compared against other funds. Use SGMAX overlap to find shared positions, or SGMAX vs another fund for a side-by-side view. SGMAX alternatives are available via the screener, along with tax-loss harvesting opportunities.